Institutional Ownership Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META). We have compiled data on the 5,323 institutions that hold shares in the stock, with a total of 1.58 Billion shares, which have been reported (via 13F filing form) to have a value of $1.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
11,314
shares
|
$7.97 Million
0.29% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,297
shares
|
$7.96 Million
0.64% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
11,291
shares
|
$7.96 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
11,283
shares
|
$7.95 Million
3.45% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
11,282
shares
|
$7.95 Million
1.3% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
11,280
shares
|
$7.95 Million
2.88% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
11,259
shares
|
$7.94 Million
4.24% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
11,237
shares
|
$7.92 Million
0.5% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
11,208
shares
|
$7.9 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
11,208
shares
|
$7.9 Million
0.53% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
11,167
shares
|
$7.87 Million
1.51% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
11,162
shares
|
$7.87 Million
3.83% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
May 12, 2025 Q1 2025 |
11,149
shares
|
$7.86 Million
3.71% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
11,135
shares
|
$7.85 Million
0.16% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
11,092
shares
|
$7.82 Million
0.54% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,090
shares
|
$7.82 Million
2.36% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
11,084
shares
|
$7.81 Million
5.82% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,081
shares
|
$7.81 Million
1.41% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
11,080
shares
|
$7.81 Million
2.77% of portfolio
|
Q1 2025
Added 52.2%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
11,071
shares
|
$7.8 Million
3.09% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
11,061
shares
|
$7.8 Million
0.97% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
11,052
shares
|
$7.79 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
11,001
shares
|
$7.75 Million
1.45% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
10,979
shares
|
$7.74 Million
3.12% of portfolio
|
Q1 2025
Added 46.52%
|
|
|
Arvin Capital Management LP
Austin, TX |
May 13, 2025 Q1 2025 |
10,954
shares
|
$7.72 Million
1.52% of portfolio
|
Q1 2025
Added 55.07%
|